United Asset Strategies, Inc.

Position in OZ — Belpointe PREP, LLC

CIK 1539948 GARDEN CITY, NY

Position in OZ

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,018,219

-$735,413 QoQ

Shares Held

88,722

-0.7% QoQ

Ownership

2.22%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

of 6 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 75.44013886071099.ToString("F0")% Shared 0.ToString("F0")% None 24.559861139289016.ToString("F0")%

Real Estate · as of Jun 30, 2026

United Asset Strategies, Inc. holds $4,018,219 across 1 Real Estate - Development name. OZ ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	OZ	Belpointe PREP, LLC This page	88,722	$4,018,219

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,018,219	88,722	-0.7%	Shares	Sole	2026-07-13
2026-03-31	$4,753,632	89,354	0.0%	Shares	Sole	2026-04-29
2025-12-31	$5,810,690	89,354	+4.6%	Shares	Sole	2026-01-28
2025-09-30	$5,466,816	85,419	-0.5%	Shares	Sole	2025-10-23
2025-06-30	$5,584,606	85,818	-0.2%	Shares	Sole	2025-08-08
2025-03-31	$5,545,258	85,973	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$6,728,614	86,933	-1.8%	Shares	Sole	2025-01-22
2024-09-30	$6,110,409	88,531	0.0%	Shares	Sole	2024-10-28
2024-06-30	$5,125,944	88,531	-6.1%	Shares	Sole	2024-08-01
2024-03-31	$5,738,882	94,250	-3.5%	Shares	Sole	2024-04-23
2023-12-31	$7,548,638	97,717	+1.1%	Shares	Sole	2024-01-30
2023-09-30	$8,279,991	96,616	+1.4%	Shares	Sole	2023-11-07
2023-06-30	$8,287,011	95,253	0.0%	Shares	Sole	2023-07-25
2023-03-31	$8,934,731	95,253	-1.0%	Shares	Sole	2023-07-25
2022-12-31	$9,625,100	96,251	-3.1%	Shares	Sole	2023-01-26
2022-09-30	$8,385,378	99,294	-2.4%	Shares	Sole	2022-10-24
2022-06-30	$9,940,762	101,727	+8.3%	Shares	Sole	2022-08-15
2021-12-31	$9,403,477	93,969	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.